If your VanillaSoft organization was using our Salesforce integration in the past, you will notice many differences, but also similarities. While configuring new Salesforce integrations have not changed that much, what you can configure has been expanded with more options, along with greater flexibility and usability.
Migrating to the new Salesforce integration require you to recreate your integrations from scratch. You should use your current (Legacy) configurations as your guide. It is recommended that you create a Salesforce Sandbox to test how the new integrations work before you start using them with your production Salesforce instance and your real VanillaSoft projects. To learn how to test our new Salesforce Intergrations, check out our Connecting and Testing Salesforce in a Sandbox Environment article.
If you have never integrated Salesforce with VanillaSoft, please contact VanillaSoft Support by calling 972-200-0179 option 2, or by sending an email to support@vanillasoft.com to have the integration feature enabled.
Below is a list of the available options for Salesforce and how the new integrations are different from the old.
| Function | Legacy | NEW Integrations |
| Test integration in Salesforce Sandbox | ❌ | ✅ |
| Manage credentials and integrations from one location | ❌ | ✅ |
| Extensive Knowledge Base Articles to answer your questions | ❌ | ✅ |
| VanillaSoft-to-Salesforce Integrations | ||
| Create multiple integrations per project | ❌ | ✅ |
| Define Action for each integration | ❌ | ✅ |
| Associate Salesforce Campaigns to each integration | ❌ | ✅ |
| Define the Salesforce Object Owner for each integration | ❌ | ✅ |
| Configure Contact Field Mappings | ✅ | ✅ |
| Configure Lead Field Mappings | ✅ | ✅ |
| Configure Opportunity Field Mappings | ❌ | ✅ |
| Configure Account Field Mappings | ❌ | ✅ |
| Define Multiple Secondary Keys for Mapping | ❌ | ✅ |
| Define Default Holding Account | ❌ | ✅ |
| Create Salesforce Task/Event for "Call-Backs" | ✅ | ✅ |
| Create Salesforce Task/Event for "Appointments" | ✅ | ✅ |
| Create Open Task for Retry (no longer required) | ✅ | ❌ |
| Configure Task Mappings | ✅ | ✅ |
| Configure Event Mappings | ✅ | ✅ |
| Enable Call History Export to Salesforce Activity History | ✅ | ✅ |
| Send entire Call History on each trigger | ✅ | ✅ |
| Salesforce-to-VanillaSoft Integrations (VanillaSoft Unite for Salesforce App) | ||
| User API Keys | ✅ | ✅ |
| Project API Keys | ❌ | ✅ |
| Create multiple integrations per project | ❌ | ✅ |
| Create Batch Integrations | ✅ | ✅ |
| Create Real Time Integrations | ❌ | ✅ |
| Configure Contact Field Mappings | ✅ | ✅ |
| Configure Lead Field Mappings | ✅ | ✅ |
| Configure Opportunity Field Mappings | ❌ | ✅ |
| Configure Account Field Mappings | ❌ | ✅ |
| Define Multiple Secondary Keys for Mapping | ❌ | ✅ |
| Manage VanillaSoft-to-Salesforce integrations inside Salesforce App | ❌ | ✅ |